Davis Whitten, financial advisor Madison AL

Davis Whitten

CRD Number: 6920478
Current Firm: Edward Jones

Davis Whitten (CRD# 6920478) is an Investment Advisor Representative working at Edward Jones in Madison, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Oct 2019 - Current 3
Edward Jones St Louis, MO Mar 2018 - Oct 2019 1
Keller Community Pharmacy Sheffield, AL Mar 2017 - Jul 2018 1
Whitten Lawn Care Muscle Shoals, AL Mar 2015 - Oct 2017 2
Counts Farms Muscle Shoals, AL Jun 2013 - Aug 2015 2
Full Time Education Muscle Shoals, AL Oct 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Davis A. Whitten
Phone Number: 314-515-2000
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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